Self Manged Super

Self Managed Superannuation Funds (SMSFs) have become an extremely popular investment vehicle for Australians.  Such is the popularity of SMSFs that at last count there were over 400,000 complying funds in Australia.  The popularity of such funds can be attributed in large part to the following advantages that a SMSF holds over retail and industry funds:

• Ability to have personal control over investment decisions.
• Flexibility in terms of tax, estate planning and benefits structure.
• Ability to borrow to purchase certain assets in the fund by way of a non-recourse loan.
• Ability to hold unique assets in the fund.

We can advise you on all aspects of self managed superannuation from creating & operating to winding up a fund. 

Below are just a few of the services that we provide to SMSFs:

• Fund setup.
• Preparation of financial statements.
• Preparation and lodgement of fund tax returns and regulatory returns.
• Fund Audit.